ST. LOUIS, MOCRD 310346Latest ADV February 16, 2026
Toberman Becker Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.
Assets Under Management
$171M
Employees
3
Offices
2 offices
Total Clients
102
Primary office
ST. LOUIS, MO
1741 S BIG BEND BLVD, ST. LOUIS, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.7% of total clients.
Top client categories% of clientsClients
1
HNWI
63.7%
65
2
Individuals
36.3%
37
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$171Mas of February 16, 2026
Discretionary100.0%
$171M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$171M
Total Accounts473
10Y AUM Change+$69M (+68.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee34:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.